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Disclosery

TRUEFG, LLC: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUEFG, LLC on AGG, newest first. How the timeline and the estimate are built.

TRUEFG, LLC held 6,438 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,438 shares
    Change vs previous 13F -10 shares

    0.15% of the 13F portfolio, value $637,188.

    13F-HR 0001214659-26-008631 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,448 shares
    Change vs previous 13F +155 shares

    0.17% of the 13F portfolio, value $640,048.

    13F-HR 0001214659-26-004913 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,293 shares
    Change vs previous 13F +66 shares

    0.17% of the 13F portfolio, value $628,499.

    13F-HR 0001214659-26-000715 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,227 shares
    Change vs previous 13F +282 shares

    0.17% of the 13F portfolio, value $624,211.

    13F-HR 0001214659-25-016013 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,945 shares
    Change vs previous 13F -476 shares

    0.18% of the 13F portfolio, value $589,699.

    13F-HR 0001214659-25-012296 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,421 shares
    Change vs previous 13F +303 shares

    0.21% of the 13F portfolio, value $635,120.

    13F-HR 0001214659-25-005852 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 6,118 shares
    Change vs previous 13F +414 shares

    0.19% of the 13F portfolio, value $592,790.

    13F-HR 0001214659-25-000587 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,704 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $577,598.

    13F-HR 0001214659-24-017666 filed by TRUEFG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).